Position in BRO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$29,792,158
-$4,217,465 QoQ
Shares Held
464,414
-11.0% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#77
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $536,056,941 across 11 Insurance Brokers names. BRO ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
833,230 | $191,284,611 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
998,086 | $166,350,993 | |
| 3 | AON |
Aon plc
|
337,900 | $112,078,051 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
464,414 | $29,792,158 | |
| 5 | WTW |
Willis Towers Watson PLC
|
61,829 | $16,160,245 | |
| 6 | CRVL |
Corvel Corp
|
102,070 | $6,381,416 | |
| 7 | ERIE |
Erie Indemnity Co
|
19,282 | $4,622,859 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
144,486 | $3,840,437 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,792,158 | 464,414 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $34,009,623 | 521,540 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $49,820,868 | 625,105 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $66,913,912 | 713,444 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $82,187,376 | 741,295 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $99,668,533 | 801,194 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $76,979,803 | 754,556 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $82,477,099 | 796,111 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $66,068,714 | 738,941 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $47,701,421 | 544,910 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $35,103,807 | 493,655 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $27,666,487 | 396,141 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,103,065 | 161,288 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,002,081 | 121,945 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,826,487 | 119,826 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,177,379 | 135,208 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,098,408 | 138,814 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $9,562,983 | 132,323 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,511,175 | 106,875 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,899,602 | 106,395 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $5,230,835 | 98,435 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,202,531 | 91,939 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,030,276 | 85,009 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,670,808 | 81,087 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $3,074,771 | 75,436 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,583,536 | 71,329 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||